65% of new builder homes for sale are in the South, highlighting a housing bubble, especially in Texas/Florida. July 25, 2024 10:27 am
Market gains driven by 0DTE call options create instability; no long-term buyers lead to bidless markets. They pose massive risks and could cause the bubble to pop. July 19, 2024 8:59 pm
At the height of the dotcom bubble, Cisco was worth 5.5% of US GDP. Today market cap of Nvidia is worth 11.7% of GDP, over 200% higher… July 18, 2024 10:21 pm
Europe roasts in deadly 44C ‘African bubble’: Brutal heatwave settles over continent w red alerts in drought-hit Italy, raging fires in Greece… July 18, 2024 10:37 am
Bulls, when this explodes, don’t tell anyone that you bet your life savings on the “Magnificent Seven” in an artificial intelligence bubble. July 12, 2024 9:19 pm
Warren Buffett Indicator hits a historic 195%, surpassing Dot Com bubble and 2008 crisis levels. July 9, 2024 2:12 pm
Housing inventory up 40% yoy. Signals in construction activity are mirroring the period leading up to the 2008 crash. July 9, 2024 11:55 amJuly 9, 2024 10:00 am
Canada faces its first housing crash in 30 years as the most extreme bubble in the world bursts. July 5, 2024 9:49 am
OpenAI is the biggest AI pure play and is at $3.4B annual run rate. This feels like a bubble unless products worth buying show up. July 5, 2024 9:42 am
S&P 500 forward P/E ratio near Tech Bubble peak despite higher cost of capital; Insiders relentless selling June 20, 2024 10:33 am
Zombie companies employ 130 million globally, with over 7,000 unable to repay loans. Small caps’ unprofitability exceeds Dot Com Bubble levels. June 10, 2024 2:22 pm
Amazon, Apple, Google, Microsoft, and Nvidia now dominate S&P 500 with 27% share, exceeding the Dot-com bubble peak by 9 points. June 4, 2024 3:05 pm
Central banks hoard gold; fiat devaluation accelerates. Gold’s rise inevitable, tech bubble bursts. June 2, 2024 10:47 am
The S&P 500 risk premium is nearing zero for the first time since 2002…. Dotcom bubble looks really cute. May 29, 2024 9:10 pm
Equities hit record overvaluation; semiconductor stocks surge past dot-com bubble peak. May 28, 2024 2:34 pm
Roaring Kitty returning marks the end and top of the Return to “Normal” (Abnormal) Phase of the Super Bubble. The multi-year mania is concluding. May 14, 2024 9:34 am
The AI bubble bursting will be the catalyst for the incoming housing market crash. May 13, 2024 4:12 pm
Stanley Druckenmiller sells 30% of Nvidia stake, warns of AI stock crash—drawing eerie parallels to dot-com bubble collapse. May 9, 2024 3:59 pm